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Description:

servicex 2.8.0

ServiceX Client Library
Client access library for ServiceX

Introduction
Given you have a selection string, this library will manage submitting it to a ServiceX instance and retrieving the data locally for you.
The selection string is often generated by another front-end library, for example:

func_adl.xAOD (for ATLAS xAOD's)
func_adl.uproot (for flat ntuples)
tcut_to_castle (translates TCut like syntax into a servicex query - should work for both)

Prerequisites
Before you can use this library you'll need:

An environment based on python 3.7 or later. 3.11 is highest supported at the moment.
A ServiceX end-point. This is usually gotten by logging into and getting approved at the servicex endpoint. Once you do that, you'll have an API token, which this library needs to access the ServiceX endpoint, and the web address where you got that token (the endpoint address).

How to access your endpoint
The API access information is normally placed in a configuration file (see the section below). Create a config file, servicex.yaml, in the yaml format, in the appropriate place for your work that contains the following (for the xaod backend; use uproot for the type for the uproot backend):
api_endpoints:
- name: <your-endpoint-name>
endpoint: <your-endpoint>
token: <api-token>
type: xaod

All strings are expanded using python's os.path.expand method - so $NAME and ${NAME} will work to expand existing environment variables.
You can list multiple end points by repeating the block of dictionary items, but using a different name.
Finally, you can create the objects ServiceXAdaptor and MinioAdaptor by hand in your code, passing them as arguments to ServiceXDataset and inject custom endpoints and credentials, avoiding the configuration system. This is probably only useful for advanced users.
These config files are used to keep confidential credential information - so that it isn't accidentally placed in a public repository.
If no endpoint is specified or config file containing a useful endpoint is found, then the library defaults to the developer endpoint, which is http://localhost:5000 for the web-service API. No passwords are used in this case.
Usage
The following lines will return a pandas.DataFrame containing all the jet pT's from an ATLAS xAOD file containing Z->ee Monte Carlo:
from servicex import ServiceXDataset
query = "(call ResultTTree (call Select (call SelectMany (call EventDataset (list 'localds:bogus')) (lambda (list e) (call (attr e 'Jets') 'AntiKt4EMTopoJets'))) (lambda (list j) (/ (call (attr j 'pt')) 1000.0))) (list 'JetPt') 'analysis' 'junk.root')"
dataset = "mc15_13TeV:mc15_13TeV.361106.PowhegPythia8EvtGen_AZNLOCTEQ6L1_Zee.merge.DAOD_STDM3.e3601_s2576_s2132_r6630_r6264_p2363_tid05630052_00"
ds = ServiceXDataset(dataset, backend_name=`xaod`)
r = ds.get_data_pandas_df(query)
print(r)

And the output in a terminal window from running the above script (takes about 1-2 minutes to complete):
python scripts/run_test.py http://localhost:5000/servicex
JetPt
entry
0 38.065707
1 31.967096
2 7.881337
3 6.669581
4 5.624053
... ...
710183 42.926141
710184 30.815709
710185 6.348002
710186 5.472711
710187 5.212714

[11355980 rows x 1 columns]

If your query is badly formed or there is an other problem with the backend, an exception will be thrown with information about the error.
If you'd like to be able to submit multiple queries and have them run on the ServiceX back end in parallel, it is best to use the asyncio interface, which has the identical signature, but is called get_data_pandas_df_async.
For documentation of get_data and get_data_async see the servicex.py source file.
The backend_name tells the library where to look in the servicex.yaml configuration file to find an end point (url and authentication information). See above for more information.
How to specify the input data
How you specify the input data, and what data can be ingested, is ultimately defined by the configuration of the ServiceX backend you are running against. This servicex
library supports the following:

A Dataset Identifier (DID): For example, rucio://mc16a_13TeV:my_dataset, or cernopendata://1507, both of which are resolved to a list of
files (in one case, a set of ATLAS data files, and in the other some CMS Run 1 AOD files).
A single file located at a http or root endpoint: For example, root://myfile.root or http://myfile.root. ServiceX must be able to
access these files without special permissions.
A list of files located at http or root endpoints: For example, [root://myfile1.root, http://myfile2.root]. ServiceX must be able to
access these files without special permissions.
[deprecated] A bare (DID): this is an unadorned identifier, and is routed to the backend's default DID resolver. The default
is defined at runtime. It is deprecated because a backend configuration change can break your code.

The Local Data Cache
To speed things up - especially when you run the same query multiple times, the servicex package will cache queries data that comes back from Servicex. You can control where this is stored with the cache_path in the configuration file (see below). By default it is written in the temp directory of your system, under a servicex_{USER} directory. The cache is unbound: it will continuously fill up. You can delete it at any time that you aren't processing data: data will be re-downloaded or re-transformed in ServiceX.
There are times when you want the system to ignore the cache when it is running. You can do this by using ignore_cache():
from servicex import ignore_cache

with ignore_cache():
do_query():

If you are using a Jupyter notebook, the with statement can't really span cells. So use ignore_cache().__enter__() instead. Or you can do something like:
from servicex import ignore_cache

ic = ignore_cache()
ic.__enter__()

...

ic.__exit__(None, None, None)

If you wish to disable the cache for a single dataset, use the ignore_cache parameter when you create it:
ds = ServiceXDataset(dataset, ignore_cache=True)

Finally, you can ignore the cache for a dataset for a short period of time by using the same context manager pattern:
ds = ServiceXData(dataset)
with ds.ignore_cache():
do_query(ds) # Cache is ignored
do_query(ds) # Cache is not ignored

Analysis And Query Cache
The servicex library can write out a local file which will map queries to backend request-id's. This file can then be used on other people, checked into repositories, etc., to reference the same data in the backend. The advantage is that the backend does not need to re-run the query - the servicex library need only download it again. When a user uses multiple machines or shares analysis code with an analysis team, this is a much more efficient use of resources.

By default the library looks for a file servicex_query_cache.json in the current working directory, or a parent directory of the current working directory.
To trigger the creation and updating of a cache file call the function update_local_query_cache(). If you like you can pass in a filename/path. By default it will use servicex_query_cache.json in the local directory. The file will be both used for look-ups and will be updated with all subsequent queries. Except under very special cases, it is suggested that one users the filename servicex_query_cache.json.
You can also create the file by using the bash command touch servicex_query_cache.json - if you are using the default name.
If that file is present when a query is run, it will attempt to download the data from the endpoint, only resubmitting the query if the endpoint doesn't know about the query. As long as the file servicex_query_cache.json is in the current working directory (or above), it will be picked up automatically: no need to call update_local_query_cache().

The cache search order is as follows:

The analysis query cache is searched first.
If nothing is found there, then the local query cache is used next.
If nothing is found there, then the query is resubmitted.

Note: Eventually the backends will contain automatic cache lookup and this feature will be much less useful as it will occur automatically, on the backend.
Deleting Files from the local Data Cache
It is not recommended to alter the cache. The software expects the cache to be in a certain state, and randomly altering it can lead to unexpected behavior.
Besides telling the servicex library to ignore the cache in the above ways, you can also delete files from the local cache.
The local cache directory is split up into sub-directories. Deleting files from each of the directories:

query_cache - this directory contains the mapping between the query text (or its hash) and the ServiceX backend's request-id. If you delete a file from here, it is as if the query was never made, and is the same as using the ignore methods above.
query_cache_status - contains the last retrieved status from the backend. Deleting this will cause the library to refresh the missing status. This file is updated continuously until the query is completed.
file_list_cache - Each file contains a json list of all the files in the minio bucket for a particular request id. Deleting a file from this directory will cause the frontend to re-download the complete list of files (the file in this directory isn't created until all files have been downloaded).
-data - This directory contains the files that have been downloaded locally. If you delete a data file from this directory, it will trigger a re-download. Note that if the servicex endpoint doesn't know about the original query, or the minio bucket is missing, it will force the transform being re-run from scratch.

Configuration
The servicex library searches for configuration information in several locations to determine what end-point it should connect to:

The config file can be called servicex.yaml, servicex.yml, or .servicex. The files are searched in that order, and all present are used.
A config file in the current working directory.
A config file in any working directory above your current working directory.
A config file in the user's home directory ($HOME on Linux and Mac, and your profile
directory on Windows).
The config_defaults.yaml file distributed with the servicex package.

The file can contain an api_endpoint as mentioned earlier. In addition the other following things can be put in:

cache_path: Location where queries, data, and a record of queries are written. This should be an absolute path the person running the library has r/w access to. On windows, make sure to escape \ - and best to follow standard yaml conventions and put the path in quotes - especially if it contains a space. Top level yaml item (don't indent it accidentally!). Defaults to /tmp/servicex_<username> (with the temp directory as appropriate for your platform) Examples:

Windows: cache_path: "C:\\Users\\gordo\\Desktop\\cacheme"
Linux: cache_path: "/home/servicex-cache"

backend_types - a list of yaml dictionaries that contains some defaults for the backends. By default only the return_data is there, which for xaod is root and uproot is parquet. There is also a cms_run1_aod which returns root. Allows servicex to convert to pandas.DataFrame or awkward if requested by the user.

All strings are expanded using python's os.path.expand method - so $NAME and ${NAME} will work to expand existing environment variables.
For non-standard use cases, the user can specify:

The code generator that is used by the backend. This is done by passing a codegen argument to ServiceXDataset. This argument is normally inherited from the backend type set in servicex.yaml, but can be overridden with any valid codegen contained in the default type listing. A codegen entry can also be added to a backend in the yaml file to use as default.
The type of backend, using the backend_type argument on ServiceXDataset. This overrides the backend type setting in the servicex.yaml file.

Features
Implemented:

Accepts a qastle formatted query
Exceptions are used to report back errors of all sorts from the service to the user's code.
Data is return in the following forms:

pandas.DataFrame an in process DataFrame of all the data requested
awkward an in process JaggedArray or dictionary of JaggedArrays.
If you have awkward 2.0 installed, then a dask_awkward array is returned instead.
A list of root files that can be opened with uproot and used as desired.
Not all output formats are compatible with all transformations.

Complete returned data must fit in the process' memory
Run in an async or a non-async environment and non-async methods will accommodate automatically (including jupyter notebooks).
Support up to 100 simultaneous queries from a laptop-like front end without overwhelming the local machine (hopefully ServiceX will be overwhelmed!)
Start downloading files as soon as they are ready (before ServiceX is done with the complete transform).
It has been tested to run against 100 datasets with multiple simultaneous queries.
It supports local caching of query data
It will provide feedback on progress.
Configuration files supported so that user identification information does not have to be checked
into repositories.

Testing
This code has been tested in several environments:

Windows, Linux, MacOS
Python 3.7, 3.8, 3.9, 3.10
Jupyter Notebooks (not automated), regular python command-line invoked source files

Non-standard backends
When doing backend development, often ports 9000 and 5000 are forwarded to the local machine exposing the minio and ServiceX_App instances. In that case, you'll need to create a configuration file that has http://localhost:5000 as the end point. No API token is necessary if the development ServiceX instance doesn't have authorization turned on.
API
Everything is based around the ServiceXDataset object. Below is the documentation for the most common parameters.
ServiceXDataset(dataset: str,
backend_name: Optional[str] = None,
image: str = 'sslhep/servicex_func_adl_xaod_transformer:v0.4',
max_workers: int = 20,
result_destination = 'object-store',
servicex_adaptor: ServiceXAdaptor = None,
minio_adaptor: MinioAdaptor = None,
cache_adaptor: Optional[Cache] = None,
status_callback_factory: Optional[StatusUpdateFactory] = _run_default_wrapper,
local_log: log_adaptor = None,
session_generator: Callable[[], Awaitable[aiohttp.ClientSession]] = None,
config_adaptor: ConfigView = None):
'''
Create and configure a ServiceX object for a dataset.

Arguments

dataset Name of a dataset from which queries will be selected.
backend_name The type of backend. Used only if we need to find an
end-point. If we do not have a `servicex_adaptor` then this
will default to xaod, unless you have any endpoint listed
in your servicex file. It will default to best match there,
in that case.
image Name of transformer image to use to transform the data
max_workers Maximum number of transformers to run simultaneously on
ServiceX.
result_destination Where the transformers should write the results.
Defaults to object-store, but could be used to save
results to a posix volume
servicex_adaptor Object to control communication with the servicex instance
at a particular ip address with certain login credentials.
Default comes from the `config_adaptor`.
minio_adaptor Object to control communication with the minio servicex
instance.
cache_adaptor Runs the caching for data and queries that are sent up and
down.
status_callback_factory Factory to create a status notification callback for each
query. One is created per query.
local_log Log adaptor for logging.
session_generator If you want to control the `ClientSession` object that
is used for callbacks. Otherwise a single one for all
`servicex` queries is used.
config_adaptor Control how configuration options are read from the
configuration file (servicex.yaml, servicex.yml, .servicex).

Notes:

- The `status_callback` argument, by default, uses the `tqdm` library to render
progress bars in a terminal window or a graphic in a Jupyter notebook (with proper
jupyter extensions installed). If `status_callback` is specified as None, no
updates will be rendered. A custom callback function can also be specified which
takes `(total_files, transformed, downloaded, skipped)` as an argument. The
`total_files` parameter may be `None` until the system knows how many files need to
be processed (and some files can even be completed before that is known).
'''

To get the data use one of the get_data method. They all have the same API, differing only by what they return.
| get_data_awkward_async(self, selection_query: str, title: Optional[str] = None) -> Dict[bytes, Union[awkward.array.jagged.JaggedArray, numpy.ndarray]]
| Fetch query data from ServiceX matching `selection_query` and return it as
| dictionary of awkward arrays, an entry for each column. The data is uniquely
| ordered (the same query will always return the same order). If specified, the optional title is passed to the backend and can be viewed on the status page.
|
| get_data_awkward(self, selection_query: str, title: Optional[str] = None) -> Dict[bytes, Union[awkward.array.jagged.JaggedArray, numpy.ndarray]]
| Fetch query data from ServiceX matching `selection_query` and return it as
| dictionary of awkward arrays, an entry for each column. The data is uniquely
| ordered (the same query will always return the same order). If specified, the optional title is passed to the backend and can be viewed on the status page.

Each data type comes in a pair - an async version and a synchronous version.

get_data_awkward_async, get_data_awkward - Returns a dictionary of the requested data as numpy or JaggedArray objects.
get_data_rootfiles, get_data_rootfiles_async - Returns a list of locally download files (as pathlib.Path objects) containing the requested data. Suitable for opening with ROOT::TFile or uproot.
get_data_pandas_df, get_data_pandas_df_async - Returns the data as a pandas DataFrame. This will fail if the data you've requested has any structure (e.g. is hierarchical, like a single entry for each event, and each event may have some number of jets).
get_data_parquet, get_data_parquet_async - Returns a list of files locally downloaded that can be read by any parquet tools.

Streaming Results
The ServiceX backend generates results file-by-file. The above API will return the list of files when the transform has completed. For large transforms this can take some time: no need to wait until it is completely done before processing the files!

get_data_rootfiles_stream, get_data_parquet_stream, get_data_pandas_stream, and get_data_awkward_stream return a stream of local file path's as each result from the backend is downloaded. All take just the qastle query text as a parameter and return a python AsyncIterator of StreamInfoData. Note that files downloaded locally are cached - so when you re-run the same query it will immediately render all the StreamInfoData objects from the async stream with no waiting.
get_data_rootfiles_url_stream and get_data_parquet_url_stream return a stream of URL's that allow direct access in the backend to the data generated as it is finished. All take just the qastle query text as a parameter, and return a python AsyncIterator of StreamInfoUrl. These methods are probably most useful if you are working in the same data center that the ServiceX service is running in.

The StreamInfoURL contains a bucket, file, and a url property. The url property can be used to access the requested data without authentication for about 24 hours (depends on the ServiceX backend's configuration). Use the file to understand what part of the starting dataset that data came from. And as this de-facto points to a minio database currently, the bucket can be used to find the host bucket name.
The StreamInfoData contains a file and a path property. The file is as above, and the path is a pathlib.Path object that points to the file that has been downloaded into the cache locally.
An example using the async interface that performs the same operation as the initial example above:
from servicex import ServiceXDataset
query = "(call ResultTTree (call Select (call SelectMany (call EventDataset (list 'localds:bogus')) (lambda (list e) (call (attr e 'Jets') 'AntiKt4EMTopoJets'))) (lambda (list j) (/ (call (attr j 'pt')) 1000.0))) (list 'JetPt') 'analysis' 'junk.root')"
dataset = "mc15_13TeV:mc15_13TeV.361106.PowhegPythia8EvtGen_AZNLOCTEQ6L1_Zee.merge.DAOD_STDM3.e3601_s2576_s2132_r6630_r6264_p2363_tid05630052_00"
ds = ServiceXDataset(dataset)

async for f in ds.get_data_rootfiles_stream(query):
print(f.path)

Notes:

ServiceX might fail part way through the transformation - so be ready for an exception to bubble out of your AsyncIterator!
If you are combining different queries whose filtering is identical, make sure to use the file property to match results - otherwise you won't have an event-to-event matching!

Development
For any changes please feel free to submit pull requests! We are using the gitlab workflow: the master branch represents the latests updates that pass all tests working towards the next version of the software. Any PR's should be based off the most recent version of master if they are for new features. Each release is frozen on a dedicated release branch, e.g. v2.0.0. If a bug fix needs to be applied to an existing release, submit a PR to master mentioning the affected version(s). After the PR is merged to master, it will be applied to the relevant release branch(es) using git cherry-pick.
To do development please setup your environment with the following steps:

A python 3.7 development environment
Fork/Pull down this package, XX
python -m pip install -e .[test]
Run the tests to make sure everything is good: pytest.

Then add tests as you develop. When you are done, submit a pull request with any required changes to the documentation and the online tests will run.
To create a release branch
get checkout 2.0.0
get switch -c v2.0.0
git push